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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,185 | $217,432-20.8% | $185,849-7.4% | $167,536+2.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.53% | 148.42%-135.9pp | 122.10%-109.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $7,689 | $5,875+30.9% | $5,169+48.8% | $4,839+58.9% |
| Participant deferral / active EE | $5,195 | $6,357-18.3% | $5,569-6.7% | $6,342-18.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |